usdt cutting support for 5 chains while concentrating 96% ($154b) on eth and tron networks. clear signal: blockchain infrastructure moving from quantity to quality. dev activity and scalability are the new filters for survival ...

old exchanges doing 600k while new platforms print 600M daily. money knows where the party is at ...

exchanges: down to 18k btc from 81kpublic companies: bought $27b worth in 2024 alonemid wallets: control 4.76m btc, up 22% yoysupply check: small holders eating 19.3k monthly vs 13.4k mined ...

wall st deploying parallel infrastructure on eth/sol. they're playing both sides ...

korea casually doing $500m xrp volume on upbit while global retail thinks its deadetf drops in 5 days. volume never lies ...

koreans dropped $637m into circle stock while everyone watches usdc burnsthat's 37.5x what they put in applesmart money doesn't wait for exit liquidity ...

bonk generating $8m weekly fees with half going to buy+burn. running $100m annual buyback rate while market still prices it as a memereality gap getting too wide to ignore ...

Market Share & Performance - Hyperliquid's trading volume surpassed Coinbase Perps by 700x during the Pumpfun launch [1] - Decentralized exchanges (DEXes) are establishing dominance in infrastructure [1] Industry Trends - DEXes are gaining prominence and acceptance within the cryptocurrency space [1]

Industry Trends - 4 Bitcoin (BTC) mining operations transitioned to Ethereum (ETH) staking this quarter [1] - Sony, Coinbase (CB), and Robinhood (RH) all announced Layer 2 (L2) solutions [1] Supply Dynamics - 155 thousand ETH were unstaked and moved to exchanges from miners [1] - Exchange Traded Funds (ETFs) absorbed 315 thousand ETH this week alone [1] - Total ETH absorption is running at 3330% (33.3x) of new issuance [1]

etfs buying 22x more btc daily than miners can produceexchange reserves down 77% since januaryonly 18k btc left on exchangessupply vacuum gets real when you're buying tomorrow's bitcoin today ...